クリエイティブな才能を開花させよう

When deleting companies, there is currently no way to automatically delete the contacts associated to that company.  It would be extremely helpful to have a native option (or workflow action) to: Optionally remove or delete contacts associated when a company is deleted This functionality would significantly improve data hygiene, reduce manual work, and make large-scale CRM cleanup more efficient for admins and operations teams. ...その他を表示

What Hubspot could do instead would be open a dropdown where we can seletec the workflow you want to see the contact enrolled and select that checkbox(es) OR can simply move the option we currently have in the segment called "Workflow Enrollment" to the contact view filter as an option but cannot remove this option from there There is ctually a thread linked with it, but I haven't seen any sugestion of improvement, that's why I'm posting as a new idea Here is the thread ...その他を表示

We need the ability to append custom single-line and multi-line text values when merging records or in a workflow (where the "append" option is missing).   As an agency, we use the a custom text property to house Partner IDs for our brands inside different PRMs, but we often run into the case where major publishers, such as SoftwareAdvice, have multiple IDs; since we use it as a unique identifier, this creates duplicates that, when merged, remove the alternative IDs that we need to see.   Our publishers sometimes have dozens of Parner IDs that we need to keep track of and see inside of one company record. Reviewing the property history and manually adding them just isn't feasible.   Currently, the only solution is to download our duplicate companies every week or two and append the values in a spreadsheet, then import them back into the system and proceed to merge the duplicate records.   Neither of these "solutions" are what you'd expect from a professional CRM like HubSpot, and we need a better way.   It would also be nice if there was a possibility to retrive and append values from a properties history in a workflow as well. ...その他を表示

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...その他を表示

Currently, you can log in as another user but if you make edits to the columns of the index page, these changes do not save for the user being edited. Admins should be allowed to save these changes so that the user sees the saved changes ...その他を表示

With various AI platforms continuing to gain momentum, it would be super beneficial to have the ability to parse out leads from ChatGPT, Claude, Perplexity, etc. from into their own, new Original Source category: AI Search.   This way, HubSpot CRM users can more easily see data in their dashboards at a high level and can pinpoint which popular AI platforms are producing leads. This is especially important since, currently, the Original Source they get lumped into just covers any website that isn't their own (outside of search engines).   This new option allows marketers to make more informed decisions on their strategies and what channels to pay attention to more. ...その他を表示

Hello, I think it would be interesting to have a native property on Contact and Company objects indicating whether the object in question can be further enriched by HubSpot. What do you think of this idea, and feel free to vote for it if this information is useful to you? ...その他を表示

Just like there is a native property "Number of Associated Deals" or "Number of Associated Contacts" on the Company object, I am in dire need of expanding this to all objects and have an 'Associated' Property on all objects. Beginning with "number of associated Leads" on Company, Contact, and Deal. And on Leads: "number of associated Companies, Contacts, Deals, etc" But it should be everywhere: Any Ticket should have a Number of Associated "Fill in Object" for each object. Any Deal, any Lead, any Service, any... you name it. I have been building for several customers, and have to find all kinds of weird workarounds to be able to reference the fact that there is a related/associated record on a different object, when it should be there out of the box. It affects everything, from Workflows to Reporting to anything you want to build or do or connect. Associations are incredibly powerful in Hubspot, but if I can't use them, they are not useful. ...その他を表示

It would be valuable if Super Admins could adjust the 'manage sharing' settings on saved views, regardless of which user created the view, similar to how Super Admins can edit saved views created by any user. ...その他を表示